What We Do
Estate Planning 101
Estate planning can be a neglected part of financial planning. It's easy to delay answering uncomfortable questions such as "What happens to my assets and my loved ones when I die?" So it's no surprise that roughly half of Americans don't have a will, and even fewer have an estate plan.
Join T.M. Wealth Management and
Estate Planning Attorney James M. Jaxtheimer
for an interactive webinar which will highlight the following:
What happens if I don't have a will?
What are the basic documents of a complete estate plan?
Benefits of a trust.
How do I get started?